Rollover Strategies: Rules, Limitations and Exceptions for Retirement Plans and IRAs

  • 19 Apr 2018
  • 12:00 PM - 2:00 PM
Presented by: Denise Appleby, CISP, CRC, CRPS, CRSP, APA

Date: Thursday, April 19, 2018

Time: 11:00 AM Central - 12:40 PM Central

Continuing Education Credits: 2.00 NIPA CPE; 2.00 ERPA CPE 

 

The cost of mistakes made with rollovers of retirement assets range from loss of tax planning opportunities to loss of tax deferred status. Join this NIPA webcast to learn how you can help clients protect their retirement assets from these mistakes, including:

  • When and how rollovers between retirement accounts can be accomplished;
  • How to identify possible errors with rollovers and transfers, how to help clients avoid such errors, and where possible – how such errors can be corrected;
  • The tax-treatment of rollovers, including how to segregate after-tax funds from pre-tax funds, creating opportunities for tax-free Roth Conversions; and
  • The tax withholding rules that apply to distributions.

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